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AQGNX vs FWGIX
AQGNX vs FWGIX Comparison
Open Charts AQGNX vs FWGIX
AQR Global Equity N
Price$10.87
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets416.17M
American Funds Capital World Gr&Inc F3
Price$65.02
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
AQGNX vs FWGIX Comparison Chart
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AQGNX vs. FWGIX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AQGNX is a StrongBuy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 124B vs. AQGNX (416M). FWGIX pays higher dividends than AQGNX: FWGIX (1.96) vs AQGNX (1.79). AQGNX was incepted earlier than FWGIX: AQGNX (15 years) vs FWGIX (8 years). AQGNX (1.09) is less costly to investors than FWGIX (0.41). AQGNX is a more actively managed with annual turnover of: 121.00 vs. FWGIX (27.00). AQGNX has a lower initial minimum investment than FWGIX: AQGNX (2500) vs FWGIX (1000000). AQGNX annual gain was more profitable for investors over the last year : 4.78 vs. FWGIX (2.63). AQGNX return over 5 years is better than : 59.28 vs. FWGIX (52.50).
| AQGNX | FWGIX | AQGNX / FWGIX | |
| Total Expense Ratio | 1.07 | 0.41 | 261% |
| Annual Report Gross Expense Ratio | 1.09 | 0.41 | 266% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 5.024 | 2.775 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 124B | 0% |
| Annual Yield % from dividends | 1.79 | 1.96 | 91% |
| Returns for 1 year | 4.78 | 2.63 | 182% |
| Returns for 3 years | 31.91 | 31.85 | 100% |
| Returns for 5 years | 59.28 | 52.50 | 113% |
| Returns for 10 years | 46.94 | N/A | - |